ykbce
Level 3

I have a retired client that received pension income but also has non-deductibe IRA contributions.  When I entered all of the information the taxable amount from the 8606 would not transfer to line 4b on the 1040.

Called support and spent time with rep who could not find any reason why this was happening.  Said she had to talk to a manager and I asked her to call me back.  Did not get a response so I decided to look at everything again and found the problem is being caused by the Covid distribution information.  This person does not have any covid distributions so I put o in any line that asked for the covid information.  Still did not get an entry so I over rode line 15c on the form 8606 but am hesitant to transmit without talking to support again.

Just wanted to let everyone know if they encounter a similar situation.